Client Accounts Associate
2 weeks ago
At National Philanthropic Trust, we are seeking a highly organized and detail-oriented Client Accounts Associate to join our team. As a key member of our operations team, you will play a vital role in ensuring the smooth onboarding and management of client accounts.
Responsibilities:- Liaise with external stakeholders to open external investment accounts and ensure appropriate access for daily transactional processing.
- Process new account openings by reviewing the Segregated Account Investment Information Form (SAIIF) and maintain communications with parties involved in the account openings: financial advisors, their banks, fund managers, and custodians.
- Facilitating communication and problem resolution with both internal and external stakeholders to ensure smooth new account onboarding.
- Support the Staff Investment Committee by reviewing and posting donor/FA recommendations for Committee Voting.
- Daily management of the workflow to ensure internal SLA's are being met.
- Execute ad-hoc requests based on donor needs and conduct research on donor accounts.
- Actively participate in projects related to current & future initiatives within the team and the broader Operations Department.
- Assist other team members, as required, during times of increased processing volumes - typically during year-end but may occur throughout the year.
- Collaborate with other departments to ensure adherence to company policies and procedures.
- Ensure the timely resolution of donor, financial advisor, and/or Financial Service Partner inquiries related to Donor-Advised Funds.
- Experience in building and maintaining strong client and stakeholder relationships.
- Exposure to donor-advised funds or financial services a plus.
- Very strong organizational and time-management skills.
- Capable of multi-tasking in a daily, deadline-driven environment, while keeping others well-informed.
- Excellent verbal, writing, interpersonal, and proofreading skills.
- Must be detail-oriented, have an inquisitive, investigative mindset, and be willing and able to dig deeper, rather than accept information at face value.
- Demonstrated ability to take initiative, anticipate needs.
- Must possess unquestioned personal integrity and reliability; keep commitments, admit mistakes, accept responsibility for all team output and results, maintain confidentiality when necessary and appropriate, and act in the best interest of the organization at all times.
- Both a team player and capable of independent work.
- Highly proficient in the suite of Microsoft Office applications, particularly Excel.
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field or equivalent experience.
- Minimum of 2 years of relevant experience, preferably within the financial services/investment services industry.
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to move 15 pounds.
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Client Accounts Associate
3 weeks ago
Jenkintown, Pennsylvania, United States National Philanthropic Trust Full timeJob Title: Client Accounts AssociateWe are seeking a highly organized and detail-oriented Client Accounts Associate to join our team at National Philanthropic Trust. As a key member of our operations team, you will play a vital role in ensuring the smooth onboarding and management of client accounts.Key Responsibilities:Liaise with external stakeholders to...
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Client Accounts Associate
3 weeks ago
Jenkintown, Pennsylvania, United States National Philanthropic Trust Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Accounts Associate to join our team at National Philanthropic Trust. As a key member of our operations team, you will play a vital role in ensuring the smooth onboarding and management of client accounts.Key ResponsibilitiesLiaise with external stakeholders to open external investment...
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Client Accounts Associate
4 weeks ago
Jenkintown, Pennsylvania, United States National Philanthropic Trust Full timeAbout the RoleWe are seeking a highly skilled Client Accounts Associate to join our team at National Philanthropic Trust. As a key member of our operations team, you will play a vital role in ensuring the smooth onboarding and management of client accounts.Key ResponsibilitiesLiaise with external stakeholders to open external investment accounts and ensure...
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